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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®

Financial Advisor

706-235-5222 x12

706-622-4750

danowens@owensfinancialgroup.org

I work with businesses and individuals, providing a financial direction for their assets that can lead them to their investment goals. At Owens Financial Group, Inc., I will work hand-in-hand with you on developing a disciplined plan...

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Tyler Owens

Financial Advisor

706-235-5222 x14

706-622-4750

tyler@owensfinancialgroup.org

As the son of a financial advisor, the finance industry has always been a part of my life. My father, who founded Owens Financial Group, would come home from work with stories about the people he’d met, the problems he helped...
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Jan Leonard, RFC®, CKA®

Financial Advisor

706-235-5222 x13

706-622-4750

jleonard@owensfinancialgroup.org

I haven’t always been a financial advisor. When I attended Berry College here in Rome, GA, I double-majored in Psychology and Sports Training. But when I joined Owens Financial Group in August of 2000, I felt I had found the...

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Tayler McWhirr

Client Service Specialist

706-235-5222 x16

706-622-4750

tmcwhirr@owensfinancialgroup.org

I started working with Owens Financial Group in the fall of 2016. With a background in Property and Casualty Insurance, I look forward to using my administrative skills to assist clients with account maintenance, appointment scheduling...

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Mason Minshew

Accountant

706-235-5222 x20

706-622-4750

As a native Roman, I joined the firm as a staff accountant in June of 2017. I graduated from Shorter University in December 2016 with a degree in Accounting and a minor in Marketing. Recenlty, I have returned to my Alma Mater, Shorter...

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Zack Payne

Accountant

706-235-5222

706-622-4750

Lisa Dudley

Bookkeeper

706-235-5222

706-622-4750

I started working with Owens Financial Group in June 2018. I have over 25 years of experience in accounts payable and bookkeeping and I enjoy working with my clients and providing quality services that benefits both the client and...

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Amanda Billings

Bookkeeper

706-235-5222

706-622-4750

I joined Owens Financial Group in December 2018. I have a diverse background focused in customer service and general bookkeeping as well as a Bachelor of Science from Shorter University. My mission at OFG is providing accurate and...

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Jennifer Kinnebrew

Receptionist/Bookkeeper

706-235-5222

706-622-4750